Tag Archives: salesforce flow

Salesforce Record-Triggered Automation Guide This guide gives suggestions for tools to use for different kinds of triggered automation use cases and explains why those suggestions are good. It also shows how Flow handles bulkification and loop control automatically for the customer and gives some tips on how to build for performance and automation. Here are the main things to remember: …

Salesforce Shows Off Slack GPT and a New Workflow Builder   Salesforce is on a mission to bring safe, creative AI to more parts of its platform. Slack, which is the chat interface for the Salesforce platform, is the next option for this change. Slack will build creative AI right into the user experience to help people work smarter, learn …

Best Practices for the Salesforce Account Object   Salesforce comes with quite a few objects and fields that you and your team can use right away. You can use these to get the most out of your CRM right away. Opportunities, Leads, Cases, and, of course, Accounts are all examples of such items, as most businesses can easily use them …

Salesforce Apex or Flow? Many people have been talking about the “best” way to automate in Salesforce for many months. One group yells, “We should use Flow!” The other group screams, “Code is the way!” In reality, both options have their pros and cons. There are some technology perks and some business benefits. I know enough about both methods that …

Timeline for Salesforce Summer 23 Release   Admins need to know about the latest Salesforce Releases as part of their job. Salesforce adds new features and updates to our technology three times a year. This lets users all over the world take advantage of the best and newest things our platform has to offer! As a #AwesomeAdmin, it will be …

Salesforce Sales and Service Suites – The Most Comprehensive Feature Bundles Yet!   Salesforce today announced new product suites for sales and service teams, bringing together best-in-class solutions from across the Customer 360 to assist any company in unlocking cost savings and creating exceptional customer experiences. Why it’s important: Rapid innovation and a shifting vendor landscape have resulted in bloated …